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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $93,939 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,510 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,016 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,237 | $62,688+123.7% | $178,528-21.4% | $77,714+80.5% |
| Participation rate | 92.1% | 66.9%+25.2pp | 77.1%+15.0pp | 70.6%+21.5pp |
| Annual return | 21.56% | 16.16%+5.4pp | 27.11%-5.5pp | 31.26%-9.7pp |
| Employer contribution / active EE | $4,006 | $1,912+109.6% | $3,950+1.4% | $2,727+46.9% |
| Participant deferral / active EE | $9,037 | $4,224+114.0% | $6,278+43.9% | $4,649+94.4% |
| Admin fee / account holder | $80 | $386-79.2% | $10,419-99.2% | $433-81.4% |